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Costco
COST

Name Holding Trade Value Shares
Change 		Change in
Stake
FAFN
2851
First Affirmative Financial Network
Colorado
$367K -$8.57K -12 -2%
DI
2852
DDFG Inc
California
$367K +$35.7K +50 +11%
CPL
2853
CAP Partners LLC
Tennessee
$367K +$714 +1 +0.2%
SWM
2854
Seed Wealth Management
Illinois
$367K – – –
SDAM
2855
Shulman DeMeo Asset Management
New York
$367K – – –
BWM
2856
BlackDiamond Wealth Management
New York
$367K +$15K +21 +4%
MWM
2857
Meritas Wealth Management
California
$366K -$7.14K -10 -2%
AC
2858
Avenir Corporation
Virginia
$366K – – –
PFC
2859
Poplar Forest Capital
California
$366K – – –
PIM
2860
Provident Investment Management
Michigan
$366K – – –
SA
2861
Sicart Associates
New York
$366K – – –
VWA
2862
VERITY Wealth Advisors
United States
$366K – – –
CWA
2863
Consilio Wealth Advisors
Washington
$366K +$18.6K +26 +5%
TWM
2864
Thrive Wealth Management
Pennsylvania
$366K -$36.4K -51 -9%
GWM
2865
Greenhouse Wealth Management
Connecticut
$365K +$714 +1 +0.2%
CMAI
2866
Capital Management Associates Inc
Minnesota
$365K +$10.7K +15 +3%
FFA
2867
Fortune Financial Advisors
Kansas
$365K +$6.42K +9 +2%
HIM
2868
Hillsdale Investment Management
Ontario, Canada
$365K +$60K +84 +20%
PCM
2869
Penserra Capital Management
California
$364K -$1.44M -2,014 -80%
WCM
2870
Wealthcare Capital Management
Virginia
$364K -$4.28K -6 -1%
W
2871
WealthCollab
Washington
$363K – – –
HIGP
2872
Hill Investment Group Partners
Missouri
$363K -$133K -186 -27%
SB
2873
Sunflower Bank
Texas
$363K -$14.3K -20 -4%
JWM
2874
Jupiter Wealth Management
Colorado
$363K +$339K +475 New
FM
2875
Foster & Motley
Ohio
$362K -$9.99K -14 -3%
113 114
115
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